Sharp Wealth Advisory, LLC
HORSHAM PA · SEC CIK 0001733194
$2.16亿2026Q2 申报市值
127持仓数
53.3%前十大占比 · 第一大 14.2%
13 / 8新建仓 / 清仓
26Q126Q2
前十大持仓 占组合比例
2026Q2 买入最多 按季末市值估算
VTI 加仓+$2,966.21万
IYZ 新建仓+$724.69万
IYM 新建仓+$710.01万
XLE 加仓+$702.54万
IWM 加仓+$701.10万
2026Q2 卖出最多 按季末市值估算
IJS 减仓-$3,694.00万
VB 减仓-$3,409.43万
VOT 减仓-$2,736.79万
XLK 重新持有-$265.03万
QCOM 减仓-$49.14万
2026Q2 持仓明细 点表头排序 · 每页 100 行
导出 CSV 🔒| 代码 | 名称 | 市值 ▲ | 占比 | 股数 | 变动股数 | 变动 | 估算买卖额 | 操作 |
|---|---|---|---|---|---|---|---|---|
| ISHG | ISHARES TR | $0 | 0.00% | 0 | -4,798 | -100.0% | -$35.59万 | 清仓 |
| NOC | NORTHROP GRUMMAN CORP | $0 | 0.00% | 0 | -435 | -100.0% | -$29.68万 | 清仓 |
| MA | MASTERCARD INCORPORATED | $0 | 0.00% | 0 | -576 | -100.0% | -$28.76万 | 清仓 |
| TM | TOYOTA MOTOR CORP | $0 | 0.00% | 0 | -1,075 | -100.0% | -$22.15万 | 清仓 |
| AG | FIRST MAJESTIC SILVER CORP | $0 | 0.00% | 0 | -9,940 | -100.0% | -$21.35万 | 清仓 |
| VZ | VERIZON COMMUNICATIONS INC | $0 | 0.00% | 0 | -4,118 | -100.0% | -$20.67万 | 清仓 |
| MCD | MCDONALDS CORP | $0 | 0.00% | 0 | -661 | -100.0% | -$20.54万 | 清仓 |
| CELH | CELSIUS HLDGS INC | $0 | 0.00% | 0 | -5,750 | -100.0% | -$20.40万 | 清仓 |
| F | FORD MTR CO | $18.64万 | 0.09% | 13,408 | 2 | 0.0% | $28 | 加仓 |
| SO | SOUTHERN CO | $20.01万 | 0.09% | 2,090 | -10 | -0.5% | -$957 | 减仓 |
| DIS | DISNEY WALT CO | $20.59万 | 0.10% | 2,139 | -350 | -14.1% | -$3.37万 | 减仓 |
| DUK | DUKE ENERGY CORP NEW | $21.02万 | 0.10% | 1,661 | -215 | -11.5% | -$2.72万 | 减仓 |
| CRWD | CROWDSTRIKE HLDGS INC | $21.06万 | 0.10% | 276 | -292 | -51.4% | -$22.28万 | 减仓 |
| LIN | LINDE PLC | $21.59万 | 0.10% | 416 | 416 | — | $21.59万 | 新建仓 |
| XLC | SELECT SECTOR SPDR TR | $21.70万 | 0.10% | 2,026 | -904 | -30.9% | -$9.68万 | 减仓 |
| IDV | ISHARES TR | $22.79万 | 0.11% | 5,500 | 0 | 0.0% | — | 不变 |
| COHR | COHERENT CORP | $23.67万 | 0.11% | 600 | 600 | — | $23.67万 | 新建仓 |
| GOOG | ALPHABET INC | $25.02万 | 0.12% | 708 | -15 | -2.1% | -$5,300 | 减仓 |
| PANW | PALO ALTO NETWORKS INC | $25.13万 | 0.12% | 737 | 737 | — | $25.13万 | 新建仓 |
| DIA | STATE STR SPDR DOW JONES IND | $25.34万 | 0.12% | 485 | 485 | — | $25.34万 | 新建仓 |
| IJS | ISHARES TR | $25.34万 | 0.12% | 1,854 | -270,266 | -99.3% | -$3,694.00万 | 减仓 |
| TFC | TRUIST FINL CORP | $25.36万 | 0.12% | 5,089 | 5,089 | — | $25.36万 | 新建仓 |
| DGRO | ISHARES TR | $25.48万 | 0.12% | 3,362 | 1 | 0.0% | $76 | 加仓 |
| PSLV | SPROTT ASSET MANAGEMENT LP | $25.85万 | 0.12% | 13,700 | 1,000 | 7.9% | $1.89万 | 加仓 |
| SOXX | ISHARES TR | $25.95万 | 0.12% | 405 | 405 | — | $25.95万 | 新建仓 |
| SILJ | AMPLIFY ETF TR | $26.96万 | 0.12% | 10,400 | 0 | 0.0% | — | 不变 |
| SCHF | SCHWAB STRATEGIC TR | $27.85万 | 0.13% | 10,055 | 10,055 | — | $27.85万 | 新建仓 |
| VO | VANGUARD INDEX FDS | $28.17万 | 0.13% | 3,496 | -112 | -3.1% | -$9,024 | 减仓 |
| NVO | NOVO-NORDISK A S | $28.28万 | 0.13% | 5,900 | -1,700 | -22.4% | -$8.15万 | 重新持有 |
| HL | HECLA MINING COMPANY | $28.47万 | 0.13% | 18,450 | 0 | 0.0% | — | 不变 |
| UNP | UNION PAC CORP | $28.77万 | 0.13% | 1,058 | -319 | -23.2% | -$8.67万 | 减仓 |
| GDX | VANECK ETF TRUST | $29.02万 | 0.13% | 3,846 | 0 | 0.0% | — | 不变 |
| COST | COSTCO WHOLESALE CORPORATION | $29.13万 | 0.13% | 311 | 1 | 0.3% | $937 | 加仓 |
| ORCL | ORACLE CORP | $29.25万 | 0.14% | 1,996 | 525 | 35.7% | $7.69万 | 加仓 |
| QCOM | QUALCOMM INC | $29.70万 | 0.14% | 1,607 | -2,659 | -62.3% | -$49.14万 | 减仓 |
| HD | HOME DEPOT INC | $30.01万 | 0.14% | 851 | -265 | -23.7% | -$9.35万 | 减仓 |
| PNC | PNC FINL SVCS GROUP INC | $30.01万 | 0.14% | 1,219 | -400 | -24.7% | -$9.85万 | 减仓 |
| KHC | KRAFT HEINZ CO | $30.87万 | 0.14% | 13,068 | -2,157 | -14.2% | -$5.09万 | 减仓 |
| HPE | HEWLETT PACKARD ENTERPRISE C | $30.87万 | 0.14% | 6,844 | -1,985 | -22.5% | -$8.95万 | 减仓 |
| NFLX | NETFLIX INC. | $31.53万 | 0.15% | 4,416 | 71 | 1.6% | $5,069 | 加仓 |
| GE | GE AEROSPACE | $31.77万 | 0.15% | 850 | -525 | -38.2% | -$19.62万 | 减仓 |
| PG | PROCTER & GAMBLE CO | $32.04万 | 0.15% | 2,185 | -282 | -11.4% | -$4.14万 | 减仓 |
| PEP | PEPSICO INC | $32.29万 | 0.15% | 2,385 | -725 | -23.3% | -$9.82万 | 减仓 |
| TXN | TEXAS INSTRS INC | $32.58万 | 0.15% | 1,093 | 1,093 | — | $32.58万 | 新建仓 |
| DBA | INVESCO DB MULTI-SECTOR COMM | $34.54万 | 0.16% | 12,950 | -1,500 | -10.4% | -$4.00万 | 减仓 |
| SDCI | USCF ETF TR | $35.03万 | 0.16% | 13,250 | 1,000 | 8.2% | $2.64万 | 加仓 |
| MRK | MERCK & CO INC | $35.60万 | 0.16% | 2,771 | 253 | 10.0% | $3.25万 | 加仓 |
| ADM | ARCHER DANIELS MIDLAND CO | $36.74万 | 0.17% | 4,809 | 1,800 | 59.8% | $13.75万 | 加仓 |
| ABT | ABBOTT LABORATORIES | $37.03万 | 0.17% | 4,081 | 1,672 | 69.4% | $15.17万 | 加仓 |
| BAC | BANK OF AMER CORP | $37.48万 | 0.17% | 6,577 | 66 | 1.0% | $3,761 | 加仓 |
| GS | GOLDMAN SACHS GROUP INC | $37.93万 | 0.18% | 375 | -220 | -37.0% | -$22.25万 | 减仓 |
| KBWB | INVESCO EXCH TRADED FD TR II | $38.12万 | 0.18% | 4,100 | 4,100 | — | $38.12万 | 新建仓 |
| PDBA | INVESCO ACTVELY MNGD ETC FD | $39.36万 | 0.18% | 11,050 | 11,050 | — | $39.36万 | 新建仓 |
| MS | MORGAN STANLEY | $39.38万 | 0.18% | 1,884 | 18 | 1.0% | $3,763 | 加仓 |
| IWD | ISHARES TR | $40.19万 | 0.19% | 1,658 | -23 | -1.4% | -$5,576 | 减仓 |
| CB | CHUBB LIMITED | $40.28万 | 0.19% | 1,182 | 100 | 9.2% | $3.41万 | 加仓 |
| VUG | VANGUARD INDEX FDS | $40.42万 | 0.19% | 4,692 | -810 | -14.7% | -$6.98万 | 减仓 |
| RIO | RIO TINTO PLC | $40.90万 | 0.19% | 4,308 | 1,264 | 41.5% | $12.00万 | 加仓 |
| FCX | FREEPORT MCMORAN INC | $41.99万 | 0.19% | 6,677 | 848 | 14.5% | $5.33万 | 加仓 |
| HIG | HARTFORD INSURANCE GROUP INC | $42.21万 | 0.20% | 3,185 | -750 | -19.1% | -$9.94万 | 减仓 |
| AXP | AMERICAN EXPRESS CO | $42.21万 | 0.20% | 1,248 | 80 | 6.8% | $2.71万 | 加仓 |
| RSPT | INVESCO EXCHANGE TRADED FD T | $42.44万 | 0.20% | 6,579 | 6,579 | — | $42.44万 | 新建仓 |
| IGV | ISHARES TR | $42.49万 | 0.20% | 4,690 | 1,263 | 36.9% | $11.44万 | 加仓 |
| IJH | ISHARES TR | $42.82万 | 0.20% | 5,553 | 2,553 | 85.1% | $19.69万 | 加仓 |
| MO | ALTRIA GROUP INC | $42.94万 | 0.20% | 5,968 | 0 | 0.0% | — | 不变 |
| XLB | SELECT SECTOR SPDR TR | $44.46万 | 0.21% | 8,747 | 3,184 | 57.2% | $16.18万 | 加仓 |
| VB | VANGUARD INDEX FDS | $45.04万 | 0.21% | 1,486 | -112,478 | -98.7% | -$3,409.43万 | 减仓 |
| VPU | VANGUARD WORLD FD | $46.49万 | 0.22% | 2,375 | 0 | 0.0% | — | 不变 |
| TSM | TAIWAN SEMICONDUCTOR MANUFAC | $47.76万 | 0.22% | 1,000 | 86 | 9.4% | $4.11万 | 加仓 |
| ISRG | INTUITIVE SURGICAL INC | $47.88万 | 0.22% | 1,204 | 67 | 5.9% | $2.66万 | 加仓 |
| CAT | CATERPILLAR INC | $49.36万 | 0.23% | 464 | -6 | -1.3% | -$6,383 | 减仓 |
| — | KRANESHARES TRUST | $50.13万 | 0.23% | 29,479 | 11,164 | 61.0% | $18.98万 | 加仓 |
| CSCO | CISCO SYS INC | $50.69万 | 0.23% | 4,315 | -1,258 | -22.6% | -$14.78万 | 减仓 |
| CNQ | CANADIAN NAT RES LTD MED TER | $53.43万 | 0.25% | 13,527 | 1,011 | 8.1% | $3.99万 | 加仓 |
| TGT | TARGET CORP | $55.51万 | 0.26% | 4,250 | 0 | 0.0% | — | 不变 |
| IWN | ISHARES TR | $55.64万 | 0.26% | 2,515 | -41 | -1.6% | -$9,070 | 减仓 |
| EWJ | ISHARES INC | $58.81万 | 0.27% | 6,305 | -212 | -3.3% | -$1.98万 | 减仓 |
| LMT | LOCKHEED MARTIN CORP | $59.42万 | 0.28% | 1,166 | 680 | 139.9% | $34.65万 | 加仓 |
| PM | PHILIP MORRIS INTL INC | $60.73万 | 0.28% | 3,357 | -1,049 | -23.8% | -$18.98万 | 减仓 |
| SLV | ISHARES SILVER TR | $63.09万 | 0.29% | 11,800 | -200 | -1.7% | -$1.07万 | 减仓 |
| XLI | SELECT SECTOR SPDR TR | $63.93万 | 0.30% | 3,451 | 221 | 6.8% | $4.09万 | 加仓 |
| STIP | ISHARES TR | $64.57万 | 0.30% | 6,321 | 1,302 | 25.9% | $13.30万 | 加仓 |
| PFE | PFIZER INC | $64.74万 | 0.30% | 26,883 | 4,550 | 20.4% | $10.96万 | 加仓 |
| D | DOMINION ENERGY INC | $64.99万 | 0.30% | 9,516 | -1,000 | -9.5% | -$6.83万 | 减仓 |
| AMAT | APPLIED MATLS INC | $65.58万 | 0.30% | 907 | -60 | -6.2% | -$4.34万 | 减仓 |
| ABBV | ABBVIE INC | $65.97万 | 0.31% | 2,622 | -99 | -3.6% | -$2.49万 | 减仓 |
| PSX | PHILLIPS 66 | $67.04万 | 0.31% | 3,966 | 843 | 27.0% | $14.25万 | 加仓 |
| UPS | UNITED PARCEL SVCS INC | $69.97万 | 0.32% | 6,508 | 252 | 4.0% | $2.71万 | 加仓 |
| MTBA | SIMPLIFY EXCHANGE TRADED FUN | $70.98万 | 0.33% | 14,465 | 5,475 | 60.9% | $26.87万 | 加仓 |
| PLTR | PALANTIR TECHNOLOGIES INC | $71.37万 | 0.33% | 6,117 | 0 | 0.0% | — | 不变 |
| SMH | VANECK ETF TRUST | $74.25万 | 0.34% | 1,132 | 6 | 0.5% | $3,935 | 加仓 |
| LLY | ELI LILLY & CO | $76.52万 | 0.35% | 638 | 159 | 33.2% | $19.07万 | 加仓 |
| JPM | JPMORGAN CHASE & CO | $77.30万 | 0.36% | 2,362 | -98 | -4.0% | -$3.21万 | 减仓 |
| WMT | WALMART INC | $77.40万 | 0.36% | 6,834 | 1,236 | 22.1% | $14.00万 | 加仓 |
| SPY | STATE STR SPDR S&P 500 ETF T | $80.50万 | 0.37% | 1,078 | 149 | 16.0% | $11.13万 | 加仓 |
| RTX | RTX CORPORATION | $80.58万 | 0.37% | 4,247 | 575 | 15.7% | $10.91万 | 加仓 |
| ITOT | ISHARES TR | $82.55万 | 0.38% | 5,025 | 0 | 0.0% | — | 不变 |
| JNJ | JOHNSON & JOHNSON | $83.94万 | 0.39% | 3,305 | 361 | 12.3% | $9.17万 | 加仓 |
| ETN | EATON CORP PLC | $84.50万 | 0.39% | 1,983 | 51 | 2.6% | $2.17万 | 加仓 |
| CVX | CHEVRON CORPORATION | $90.28万 | 0.42% | 5,446 | 1,680 | 44.6% | $27.85万 | 加仓 |